Zacks Investment Research
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Zacks Investment ResearchReviews 173

4.3

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From the business

Zacks Investment Research is one of the largest providers of independent stock, ETF and mutual fund research in the U.S. The performance of our stock research recommendations has consistently ranked among the top research firms in the U.S. by independent evaluators of equity research. This research anchors our active trading services, long-term investor services, and powerful resources and tools.

At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. In fact, helping investors find success has been the life's work of our Founder and CEO, who in 1978 armed with his PhD from MIT, hit upon a key discovery:

Earnings estimate revisions are the most powerful force impacting stock prices.

This crucial finding led to the creation of our proven Zacks Rank stock-rating system that harnesses the power of earnings estimates. Since 1988, the private Zacks #1 Rank List has more than doubled the S&P 500.


zacks.com
Founded in 1978
Chicago, IL, United States
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Zacks Investment Research Reviews Summary

Zacks Investment Research has a rating of 4.3 stars from 173 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Zacks Investment Research most frequently mention value investor, last year and long term. Zacks Investment Research ranks 1st among Stock Research sites.

service
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value
9
quality
9

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Canada
1 review
3 helpful votes
Follow Parimal Y.
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I am using using "Big Money" and "Filtered Zacks Rank5" strategies and seeing very good results. It has 8 stocks in total.
I just need to spent 10 minutes every first Monday of the month to run the screener, buy and sell as per the screener output.

I don't need to know macro, events, news, technical or fundamental knowledge as it is all covered in Zacks rank and screen filters.

Date of experience: October 6, 2023
New Jersey
1 review
3 helpful votes
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"I loved Zacks Ultimate, but right now in my life, I didn't have time to look into all the information it provided. Most weeks I only have time to look into the two or three stock picks from Zacks Confidential - rarely do I have time to read the entire commentary (I love it when I do have time). I've gotten some good performing stocks from Zacks Confidential such as PARR, which is up +50% in just 4 months, CVGL which doubled in a year, and ON doubled in a year, which is a pick I think I got from Zack's Ultimate (before I canceled it). The stock picks that didn't do so well have only lost a small amount, so that I haven't had any real losers from Zack's. I don't blindly accept all Zack stock picks - I look into them, follow price charts, and get in at my price, but the guidance that Zack's has provided me has been very helpful.

Date of experience: September 7, 2023
Illinois
1 review
3 helpful votes
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Market insights from Zacks' key strategists are valuable. It's info from a trusted source.

Date of experience: September 5, 2023
Massachusetts
1 review
4 helpful votes
Follow Nick D.
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The $1 Trial is Well Worth It
August 6, 2023

If you can get 30 days of the Ultimate service for $1, do it! I've seen many negative reviews from people who simply didn't know how to turn off auto-renew after trying a trial period. And then they got charged. (Zack's makes this point clear when you sign up. You will be charged if you don't cancel.) It couldn't be easier. Go to "My Account", go to "Orders" and turn off auto-renew. Done. And you can do this the day you buy the trial. You still get your 30 days. They actually allowed me to sign-up for a "30 days at $1" deal four times! Then they told me I'd reached my limit. That gave me four months to look at EVERYTHING. Once you're in, I suggest looking at the various portfolios you can follow. They are actually very transparent. You can see every stock a particular portfolio has bought and sold, and how much money they made or lost on each one. You can even go back and look at results from previous years. (Once you're on a portfolio page, click on "Performance.") Each portfolio is run by a stock analyst, and they each provide regular updates on their portfolios, explaining why they are buying or selling a particular stock. The service isn't cheap. But try the $1 offer and click around. Look at everything. If you come to the site to buy a few random "Strong Buy" stocks here and there, you will fail. There's a lot more to investing than that. But the $1 trials are well worth it. (I did eventually buy into the service. It's only been a couple of months, so I can't say too much. But so far, I am having more success than when I was picking stocks on my own.)

Date of experience: August 5, 2023
Illinois
1 review
2 helpful votes
Follow Yaacov E.
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I want to compliment you for the refreshing style, and thank you for your savvy insights. You explain, very well, the rationale for the trades and why you take profits or sell with an early loss. Continue doing your great job of helping us become better traders and investors.

Date of experience: July 31, 2023
Poland
1 review
2 helpful votes
Follow Grzegorz L.
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What does investing mean to me?
July 3, 2023

I had no knowledge, I had no patience, I wanted money quickly.
And this is not so.
I need the knowledge that Zacks gives me, the plan and direction that the reports and the information in them give me.

Date of experience: July 3, 2023
Cambodia
1 review
3 helpful votes
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The best investment
June 30, 2023

I make a lot of money investing, thinking that this investment is really for extra income, I hope next month I will get more profit, thank myself for always investing so much profit

Date of experience: June 29, 2023
Illinois
1 review
1 helpful vote
Follow M.P. A.
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Zack Ultimate Commentary is a good summary of thoughts from several smart people!

Date of experience: June 29, 2023
Germany
1 review
1 helpful vote
Follow Eduard A.
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"Zacks Ultimate offers very straight-to-the-point commentary and market insight with essential fact info. Compact, effective information service."

Date of experience: June 4, 2023
Illinois
1 review
3 helpful votes
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At the beginning of the pandemic, I bought into Zacks Top 10 Stocks portfolio. Within a couple of months, the market deteriorated, but staying in proved to be a "game changer." That portfolio went on that year to do +98%. It was followed up by +40% in 2021. I'll gladly give back the +15% in 2022 after having such success the two years prior. Looking forward to seeing how the next 10 years play out.

Date of experience: May 10, 2023
Texas
1 review
8 helpful votes
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Back on Track in 2023 and 2024
April 13, 2023

Research Wizard is a powerful tool for screening and analyzing. And I have been using it successfully for several years. Actually I just broke even in 2022; however, I regard that as a success, considering the performance of the market overall. I had great results in 2019, 2020, and 2021. In Q1 of 2023 I recorded a gain of 7.3%.

Most of my stock prospects come from screens that I have developed myself. However, I also monitor the Zacks services, and when a new Buy recommendation is made I use the Wizard to evaluate it against my personal criteria. I am a very conservative, value-oriented investor. Of course that doesn't work for everyone, but the nice thing about Research Wizard is that it can be tailored to match a personal investment philosophy.

My value-oriented approach does not often produce spectacular short-term gains—no ten baggers. But I have consistently stayed ahead of the market, especially in the down year 2022. In the 4th quarter of 2023 my RW analysis convinced me to take substantial positions in MDC Corp, and that has turned out well. I still hold 2000 shares, but I have cashed out 5000 at better than a +30% gain on shares held for less than nine months."

Date of experience: April 13, 2023
Tennessee
1 review
5 helpful votes
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Very Reliable Analysis/Rating site
April 12, 2023

Zacks Ultimate Commentary is valuable because it comes from people who see things more clearly than I do. I also like the Screening options and unlimited access to all the ratings. Research Wizard is also very helpful

Date of experience: April 12, 2023
Illinois
1 review
5 helpful votes
Follow Chris S.
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First and foremost I cannot express how happy I have been ever since I signed up for Zacks, I think almost three years ago. I have had amazing results with Zacks. I especially like Brian Bolan as his growth portfolios have really paid off for me. However, now that we have been going through a bear market I can't imagine not having Zacks extensive portfolios when I signed up with Zacks Ultimate. I still make the final decision on what I am going to do with my money but with the amazing insight and hard work that each manager provides me through Zacks, it continues to help me through the process of managing without losing. I truly enjoy how each portfolio manager shares their opinions ideas and thoughts, and especially how they have the fortitude to commit to what they do. As of last year I have now expanded the Zack family as I enjoy many of the portfolio managers and their commentaries. I use the S&P 500 as the metric. I currently use the following portfolios: Home Run Investor, Stocks Under $10, Zacks Top 10 Stocks, Insider Trader, Large Cap Trader, TAZR, Alternative Energy Innovators, and Healthcare and Technnology Innovators. I like to invest in the Zack Confidential stocks that come out as well. I also, on occasion, use the email from Jerome and the Research Wizard group. Whenever I find a friend who is interested in managing his own money, I have told them about Zacks. I One of my friends started using Zacks and he is also very happy. I will be forever grateful for having Zacks as my way to manage my money.

Date of experience: March 9, 2023
Illinois
1 review
8 helpful votes
Follow Yi F.
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I have been a customer of Zacks for several years. It has been a good source of information. Definitely love it. Nicholas (Nick) B. Is the expert whom I always go to. He has been a wonderful help. Should you have any questions, I would recommend you contact Nick. He'll have answers for you. The mobile app could be more user friendly, that's true. I've seen a big improvement since I started using it years ago. Look forward to seeing more of it.

Date of experience: February 7, 2023
Illinois
1 review
2 helpful votes
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Thanks for your help
January 10, 2023

Thanks for your help. Your clear explanation and patience in walking me through the steps I need to take made the difference in my grasps of how to get what I paid for.

Date of experience: January 10, 2023
Arizona
1 review
1 helpful vote
Follow David T.
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Having www.zacks.com a click away on my laptop has enabled me to confidently buy securities with promising upside in the current volatile market. Results on recent buys include:
• 78% increase in value on a technology stock purchased 5 months ago
• 22% increase in value on an oil exploration and production stock purchased 6 weeks ago
• 14% increase on another oil exploration and production stock purchased 5 weeks ago
• 2.8% decline in value on an oil driller purchased 5 weeks ago (they don't all go up!)
• 10% increase in value on an oil and gas pipeline stock purchased 4 weeks ago
Combing Zacks' Best Industries rankings for stocks with high Zacks Ranks and scores for Value, Growth and Momentum has made me a believer in their mantra – "buy the best stocks in the best industries." I find the earnings and technical data Zacks provides on securities and funds very helpful for making purchase and exit decisions. Fees are reasonable and offer more value than competitive services I have used in the past. I highly recommend Zacks to any investor serious about growing wealth.

Date of experience: November 13, 2022
Louisiana
1 review
2 helpful votes
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Great resource
October 25, 2022

"I use the Zacks #1 Rank List, Premium Screens, Industry Rank and Equity Research Reports as part of Zacks Premium the most. The easy-to-use reports have helped improve my trading, and the research has helped narrow my options."

Date of experience: October 25, 2022
Illinois
1 review
2 helpful votes
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[Income Investor Editor Bryan Hayes is] doing a great job. [He explains] what trending numbers and issues mean rather than just saying what the numbers are, i. E. "In another positive sign, the VIX Index (-4.56%) fell as stocks rose. It's a step back in the right direction after a move higher earlier in the week. A continued move lower is desirable, and if we can break the earlier low in August, stocks could really pick up steam. Normally, lower volatility and a downward-trending VIX coincide with rising stock prices." A VIX@ -4.56% doesn't mean much to me, but it does now with your explanation. Thanks! Those underlines aren't guess work, that's professional interpretation in my view.

That's what I appreciate. Keep it up!

Date of experience: September 18, 2022
Illinois
1 review
4 helpful votes
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In this last sea-change of a year, I began to self-manage my retirement investments. I glean more from Zacks straightforward, common sense analysis and guidance than from any other source. Their presentation anticipates most of my questions, I believe, because Zacks "meta-view" explains the logic behind their trades, presumes no special knowledge on my part and is inclusive. I. e., not jazzed up!

Date of experience: August 18, 2022
Illinois
1 review
2 helpful votes
Follow Erin B.
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Thanks so much for the June Zacks Ultimate Strategy Session and the logical, calm and technical approach you have, and share, with regard to the market with your subscribers. It hasn't been an easy 2022, but you're doing a fantastic job and have helped me to implement a balanced approach to investing in tougher times. I've learned so much from the work you do and look forward to more successful investing in the future.

Date of experience: July 19, 2022